Connect Money Wealth Management: Managing Your Business for Success
November 2024

Join us for Connect Wealth Management where we will focus on your firm's success in a rapidly evolving industry. With a lineup of insightful panels, we'll address the pressing issues facing wealth management professionals today, discuss strategies for attracting and retaining talent, the ever-relevant world of M&A, and techniques for scaling your practice while delivering personalized service. Explore succession planning, sustainable RIA leadership, and high-net-worth business growth through intergenerational planning. Don't miss the opportunity to refine your firm's strategies and secure your future. Mark your calendars now!

Presenting Sponsor - $15,000

  • Speaking Participation
    • Speaker position on applicable panel
    • Moderator role for the one-on-one keynote speaker conversation
  • Marketing & Branding
    • Mention of company participation in opening remarks
    • Recognition on all email promos, conference website, and ads prior to event, all on-site event signage, and post-event emails and editorial coverage
  • Content
    • Guaranteed pre-event speaker highlight editorial coverage produced by a Connect Editor and distributed to the national audience on Connect Money daily email and website
    • Participation in on-site video interview for one speaker to be used in compilation recap video included on Connect Money daily email and website
  • Attendees
    • 15 complimentary registrations
    • 20% discount code for all additional registrations
  • Additional Benefits
    • Exhibit space
    • Advance use of registration list – 1 week out
    • Copy of attendee list with contact info

Gold - $10,000

  • Speaking Participation
    • Speaker or moderator position on applicable panel
  • Marketing & Branding
    • Mention of company participation in opening remarks
    • Recognition on all email promos, conference website, and ads prior to event, all on-site event signage, and post-event emails and editorial coverage
  • Content
    • Guaranteed pre-event speaker highlight editorial coverage produced by a Connect Editor and distributed to the national audience on Connect Money daily email and website
    • Participation in on-site video interview for one speaker to be used in compilation recap video included on Connect Money daily email and website
  • Attendees
    • 12 complimentary registrations
    • 20% discount code for all additional registrations
  • Additional Benefits
    • Exhibit space
    • Copy of attendee list with contact info

Silver - $7,500

  • Speaking Participation
    • Speaker or moderator position on applicable panel
  • Marketing & Branding
    • Mention of company participation in opening remarks and at start of lunch 
    • Recognition on all email promos, conference website, and ads prior to event, all on-site event signage and post-event emails  
  • Content
    • Participation in on-site video interview for one speaker to be used in compilation recap video included on Connect Money daily email and website  
  • Attendees
    • 8 complimentary registrations
    • 20% discount code for all additional registrations
  • Additional Benefits
    • Exhibit space
    • Copy of attendee list with contact info

Cocktail Reception - $8,000

  • Speaking Participation
    • Speaker or moderator position on applicable panel
  • Marketing & Branding
    • Mention of company participation in opening remarks and at start of reception
    • Recognition on all email promos, conference website, and ads prior to event, all on-site event signage and post-event emails
    • Dedicated signage at reception
    • Branded napkins (Connect provides napkins)
    • Gobo light with company logo (Connect provides gobo)
  • Content
    • Participation in on-site video interview for one speaker to be used in compilation recap video included on Connect Money daily email and website
  • Attendees
    • 12 complimentary registrations
    • 20% discount code for all additional registrations
  • Additional Benefits
    • Exhibit space
    • Copy of attendee list with contact info

Networking Break - $6000

  • Marketing & Branding
    • Mention of company participation in opening remarks and at start of break
    • Recognition on all email promos, conference website, and ads prior to event, all on-site event signage and post-event emails
    • Dedicated signage at break
    • Branded napkins (Connect provides napkins)
  • Attendees
    • 8 complimentary registrations
    • 20% discount code for all additional registrations
  • Additional Benefits
    • Exhibit space
    • Copy of attendee list with contact info

Lanyard - $3,500

  • Marketing & Branding
    • Mention of company participation in opening remarks
    • Recognition on all email promos, conference website, and ads prior to event, all on-site event signage and post-event emails
    • Branded lanyards with company logo for all event attendees (Connect provides lanyards)
  • Attendees
    • 6 complimentary registrations
    • 20% discount code for all additional registrations
  • Additional Benefits
    • Copy of attendee list with name and company

Chair Wrap - $3,500

  • Marketing & Branding
    • Mention of company participation in opening remarks
    • Recognition on all email promos, conference website, and ads prior to event, all on-site event signage and post-event emails
    • Branded water bottles with company logo for all event attendees (Client responsible for water bottle expense)
  • Attendees
    • 6 complimentary registrations
    • 20% discount code for all additional registrations
  • Additional Benefits
    • Copy of attendee list with name and company

Exhibit 1 - $2,500

  • Marketing & Branding
    • Mention of company participation in opening remarks
    • Recognition on all email promos, conference website, and ads prior to event, all on-site event signage, and post-event emails and editorial coverage
  • Attendees
    • 3 complimentary registrations
    • 20% discount code for all additional registrations
  • Additional Benefits
    • Exhibit space
    • Power
    • Copy of attendee list with name and company

Exhibit 2 - $2,000

  • Marketing & Branding
    • Mention of company participation in opening remarks
    • Recognition on all email promos, conference website, and ads prior to event, all on-site event signage, and post-event emails and editorial coverage
  • Attendees
    • 1 complimentary registration
    • 20% discount code for all additional registrations
  • Additional Benefits
    • Exhibit space
    • Copy of attendee list with name and company

$2,000.00 – $15,000.00

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